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Technology Stocks : Riverstone Networks (RSTN) -- Ignore unavailable to you. Want to Upgrade?

To: Dave who wrote (237)	3/6/2002 4:58:47 PM
From: stockman_scott	Read Replies (1) \| Respond to of 290

I just saw a 197,000 share RSTN block purchase go by... Big boyz are boarding the train...I will stick with RSTN (my largest position except for the cash cushion)...I don't think a buy-out would come through for under $10/share...I would love to see CSCO and ALCATEL get into a bidding war for RSTN <G>...Right now I just keep moving the limits up and my target to start selling some of the shares is in the high single digits.

To: Dave who wrote (237)	3/8/2002 11:41:48 AM
From: stockman_scott	Respond to of 290

From Pacific Growth Equities "Yesterday SBC Communications gave a mid-quarter update where the company maintained its 2002 capital expenditure projections of $9.2 - 9.7 billion and it stated that it will continue investing in the build-out of its data/IP network. The Company specifically stated that it plans to complete its 'in-region network connections', which we believe will benefit metropolitan area network vendors. We would also note that in a conference call just two weeks ago, SBC stated that it reiterated plans to introduce several high-speed data services this year, including a new Ethernet Optical Network service in the August/September timeframe and an Enterprise VPN service in late Q1 or early Q2. We believe that SBC's announcement reconfirms that regional bells are committed to making significant investments in the metropolitan area network in 2002 / 2003, which will benefit MAN vendors such as Cisco Systems (CSCO: Nasdaq, Not Rated) and Riverstone Networks. Accordingly, we maintain our Buy on RSTN."